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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Rich is a financial advisor with Fidelity Personal and Workplace Advisors. Emily has been a registered investment advisor since 2019, and has experience with both traditional and alternative investments. Emily has a strong understanding of the financial needs of individuals and families, and is committed to helping clients achieve their financial goals. Previously, Emily worked at Park Avenue Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Emily is licensed to provide investment advice in all 50 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/02/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
04/20/2020 - 04/20/2021
PARK AVENUE SECURITIES LLC (IRVING TX)
TX
12/11/2018 - 03/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
BOTH
Issued 03/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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